Creating a Legacy Conference
REGISTER TODAY
June 12 - 14 for 2025's Creating a Legacy Conference
Stay tuned for more updates, speakers, full schedule, and more!
With an emphasis on connecting financial professionals to strategically collaborate, the Creating a Legacy Conference provides the education and networking to economically transform the Black community.

What you can expect

This immersive in-person experience is designed to bring together professionals from various industries who are passionate about creating, protecting, and transferring wealth in the Black community.
You will engage in dynamic sessions led by industry experts, participate in interactive workshops, and connect with like-minded professionals who share your commitment to financial empowerment.
Gain valuable insights, explore strategic collaboration opportunities, and expand your network to enhance your professional growth and make a meaningful impact.
Together, we will strategically collaborate to create, protect and transfer wealth in the Black community.
2025 Agenda
Thursday June 12
1:00pm | Opening Remarks
1:15pm | Impact of Estate Planning on Wealth Gap
2:30pm | AI and Professional Consultation Services
3:45pm | Health Disparities impact on Wealth Building
5:00pm | Reception
6:00pm | Fireside Chat - Bridging the Racial Wealth Gap a Possibility?
8:30am | Continental Breakfast
9:00am | Opening/Welcome
9:15am | Collaborative Financial Planning
10:00am | Black Financial Institutions
11:00am | Heir Shares
12:00pm |
Luncheon Speaker & Awards
1:30pm | Strategic Charitable Giving to Empower the Community
2:45pm | Advocacy Actions for the New Administration/Reparations Diversity etc.
Education
Friday June 13
Saturday June 14
Community Service Event